+17.0%
CCL vs BIL
+3.3%
+13.7%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.1% | +4.3% |
| 7D | +3.1% | +0.1% | +3.0% | +3.5% |
| 30D | +17.5% | 0.0% | +17.6% | +12.4% |
| 3M | +6.8% | +0.6% | +6.2% | -4.2% |
| 6M | +18.7% | +1.5% | +17.2% | +6.8% |
| YTD | +3.0% | +2.8% | +0.3% | -31.5% |
| All | +17.0% | +3.3% | +13.7% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BIL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling